Transcript Quality Measures: (QA/QI) - National Association of State Veterans

National Association of State Veteran’s Homes
2013 Summer Conference
September 2, 2013
The TRUTH about
Electronic Medical Records
Presented by:
Veronica M. Bencivenga, CPA and
Linda S. Little, RN, BSN
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Today’s Agenda…
The 7 Truths of EMR Implementation
 EMR Project Phases
Symptoms of Project Failure
 Critical ingredients for Project Success
Disaster Recovery Planning
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Truth about EMR
7 Truths of EMR
Implementation:
• Selecting a vendor is HARD
• EMR WILL NOT fix poor workflow/performers
• ALL departments need to be included in
planning
• Training and project management are
CRITICAL to success and can be the biggest
expense
• Workflow MUST be changed (process not same
as paper)
• Productivity is REDUCED in the early stages
causing overtime and increased staffing
• EMR is a series of overlapping investments
whose benefit accumulates OVER TIME
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Key EMR Modules
Clinical Modules
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Financial Modules
Census/ADT
MDS
Document Management
Business Intelligence, Analytics
Care Plans
Physician Orders
Assessments
Progress Notes
e-MAR/e-TAR
Weights/Vitals
Point of Care
Third Party Software:
Therapy
QI/QA
Billing/Claims Management
Accounts Receivable
Collections
Referral Management
Patient Trust
Accounts Payable
General Ledger
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Three EMR Project Phases
Phase 1 –
Planning
Phase 2 –
Implementation
Phase 3 Integration
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Three EMR Project Phases
Phase 1
PLANNING
(3-9 Months)
• Establish Scope,
Goals and
Objectives
• Assessment
• Project Team
• Vendor Search
• Project timeline
and milestones
Phase 2
IMPLEMENTATION
(3-4 Months)
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System build
Testing
Training
Go-Live
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Phase 3
INTEGRATION
PHASE 3
(6-12 Months)
INTEGRATION
Guide and
monitor utilization
Training and
Re-Training
Update policies
and procedures
QA (QI\QM)
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Phase 1 - Planning
Establish
Scope, Goals
and Objectives
Assessment
Project Team
• Start with the end in mind
• Re-visit often and revise as needed during
the Planning Stage
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Management commitment
Utilization of existing systems
Effectiveness of current workflow practices
Computer skills
Current IT Infrastructure (Network,
computers, databases, interfaces, etc.)
• Interdisciplinary
• Project Manager
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Phase 1 - Planning
• FACT: There is NO perfect product
Vendor
Search
• Decision should be based on:
• Features, functionality and delivery model
that support your organizational goals and
objectives (not the bells and whistles)
• Support provided by the vendor after
installation (dedicated support, on-line
education, webinars, news letters, etc.)
• Results of Vendor due diligence including
product demonstrations, site visits, reference
checks, plans for future product
development, financial health and longevity
of vendor
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Phase 1 - Planning
Vendor
Search
(continued)
• Delivery Model Options:
• Single Solution vs. Multi-Vendor
• Ability of in-house Software
Administrator to manage multiple
vendors and interfaces
• Hosted (ASP, SaaS) VS. Local
• Understanding of current
infrastructure, growth plans and
the trade off between control
(security/compliance) and cost
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Phase 2 - Implementation
System
Build
• Creates the foundation (tables, rules, parameters,
security templates etc.) and drives information flow
• Most clinical data is paper based so a lot of
data entry required to populate the initial
database (like active medication orders, etc.)
• Even electronic clinical data is rarely a 1:1 match
to new format so manual data entry or
manipulation of data required
• Clinical data that is “imported” or “populated” will
not trigger the logic checks and controls in the
system
Testing
• Work with Pharmacy, Lab and Radiology vendors to
validate information exchange
• The best testing happens in the first 4-6 weeks after
“Go-Live” once real data is in the system
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Phase 2 - Implementation
Training
• Limit training of new information to 4hrs
• ALL staff, ALL shifts must be trained
• Offer additional “Open Training” sessions for
anyone who needs extra help
• Work closely with Nurse Scheduler to ensure
proper staff coverage during training and
distribution of trained staff on each shift (buy her
something nice before, during and after training)
Go-Live
• Go-Live when you walk out of training
• Hands on support of every shift absolutely critical
the first few weeks after each module goes live
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Phase 3 – Integration
Guide and
monitor
workflow/
utilization
Training and
Re-training
(yes, more
training)
• Users need to know what to do when they back
to their desk
• Establish process for reporting issues, resolving
them and communicating findings back to the
users
• This is evolutionary and should go on for 12-18
months
• Establish training policy for new employees
• Schedule and support re-training and new
training for existing employees several times a
year
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Phase 3 – Integration
Update
policies
and
procedures
• Best to update after first year using
system as process will evolve as users
get better with the system and provide
feed back about what works and what
doesn’t from the original plan
QA (QI\QM)
• Begin utilizing reports ASAP and
scrubbing or fine tuning as needed
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Quality Measures (QA/QI)
Quality
Measures:
(QA/QI)
• Nursing homes use quality measures to review
and improve the quality of the care they give to
residents.
• Clinical measures for nursing home residents,
such as the percent of residents with pressure
ulcers, with moderate to severe pain, or residents
who have changes in their ability to move about.
This information is collected as LIVE data and
entered in the EMR by the nursing home on all
residents and shows how well nursing homes care
for their residents’ physical and clinical needs.
• The EMR system allows for you to organize, track,
search and report on your indicators.
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Quality Measures (QA/QI)
Indicators
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Indicator Data Set-up
To identify trends, patterns and exceptions
Measurable
Real time data
Quality
Improvement
• Track tasks and progress of any
improvements to address trends and patterns
identified
• Valuable insight into Clinical issues
• Utilization of facility specific data for QA
Reports
• Interdisciplinary
• Can be broken down by Diagnosis, Unit, Staff,
Assessment etc…
• Accurate data leads to quality information that
is required for quality decision making and
resident care.
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Quality Measures (QA/QI)
Nursing home quality measures have four primary purposes:
1. Help you choose a nursing home for yourself or others;
2. Understand care at nursing homes where you or family members
already live;
3. Facilitate discussions with nursing home staff regarding the quality of
care; and
4. Provide data to help with quality improvement efforts.
The nursing home quality measures come from resident assessment data,
that collected into the EMR provides real time documentation. Real time
data provides the most accurate information. The assessment data is
converted to develop quality measures that give consumers another
source of information to show how well nursing homes are caring for their
resident's physical and clinical needs.
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Quality Measures (QA/QI)
QA monitoring is critical for early detection of care delivery
issues, ensuring complete and timely records, and auditing
workflow processes.
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Track new antibiotic orders, Infections report; UTI monitor to assist with
the identification of UTI’s which is now being used as part of fall
assessment
Monthly Report of Nosocomial Infections – which calculates monthly
attack rate, break down by unit as well as individual type of infections;
PT/INR orders for all Residents on Coumadin.
•
O2, G/T and Foley audits, Restraint audit, Hypnotic/psychotropic review,
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look for any antipsychotics that are ordered PRN. Review chart to ensure order has a
specific duration (i.e.,1 week, and have appropriate documentation in place).
Identify if the facility is triggering any specific areas that might need
improvement (i.e., falls, pain etc…)
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Quality Measures (QA/QI)
QA monitoring (continued):
• Weight loss reports to identify causes and prevent further
losses
• Occurrence Reports to facilitate identification of trends and
causal factor
• Foley Catheter Use and UTI’s
• Advance directive reports;
• Reports to ensure all documentation requirements by
Physicians have been completed
• CNA ADL coding to insure capturing of highest RUG
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Symptoms of Project Failure
An IT project has failed when:
– The users are happy because they can make the new
system work just like the old system (successful failure)
– Users are “working around” the system to get their job done,
creating inefficiencies
– The users are utilizing less than 20% of the functionality of
the system after 6 months (the Menu Test)
– No critical business processes were changed during the
project
– Users can’t identify 3 ways the new system is better than
what they had before
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Critical Ingredients For Success
Critical ingredients for EMR success:
– Project Management
• Utilize internal or external resources to keep the project on
target and moving forward
– Sufficient planning
• Understand the scope of the project and the effect on the
organization’s operations
• Evaluate and improve core business processes. Goals need to
be clear and changes need to “make sense”.
– Commitment
• EMR adoption is an ongoing process, budget resources for
future maintenance and development
• Training, training and more training
• Designate a “Software Administrator”
– Manage expectations
• Guide expectations of all stakeholders (staff, department
heads, Owners, Board of Directors, etc.) with respect to what
can be achieved, by whom and when
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Critical Ingredients For Success
Managing EMR Expectations:
– Timeframe
• No instant gratification – multiple stages over months or years
– Productivity/Workflow
• Workflow WILL/MUST change
• Users will experience inefficiencies at various stages of the
project (expect overtime)
• There will be trial and error
• Won’t fix poor performing employees
– Resources
• Clearly identify point person
• ANNUAL BUDGET for project management, hardware, initial
training, on-going training
– Compliance
• Monitor and enforce consistent utilization by all users
• Update Policies and Procedures, Staff education, etc.
• Tie compliance to job performance
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Disaster Recovery Planning
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Disaster Recovery Planning
Disaster Recovery:
 The process, policies and procedures related to
preparing for recovery or continuation of
technology infrastructure critical to an
organization after a natural or human-induced
disaster.
Types of Disasters you should be
prepared for are:
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Accidental or Malicious Deletion of Data
Communication Failure
Data or Software Corruption
Fire and/or Water Damage
Hard Drive Failure
Theft or Vandalism
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Disaster Recovery Planning
Business Continuity Planning:
 A plan for how to recover and restore partially or
completely interrupted critical functions within a
predetermined time
 Focus on Mission Critical Infrastructure (MCI)
(data, software, equipment)
 How long to restore MCI (the faster you need it,
the more it costs)
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Disaster Recovery Planning
EMR Considerations:
 Different from other Systems (Payroll, Billing)
 Downtime is not an Option
Contingency Planning:
 A Paper Backup Plan – Need process for:
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Printing treatments and orders
Documenting on paper
Pushing paper back into the system
Audit for completeness after emergency over
 Expect the need for paper backup
– Practice the Plan
– Be prepared to revise as needed
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Disaster Recovery Planning
Key Site Issues:
 Power
– Perform generator tests
– Identify changes to “e-outlets” since
implementing EMR (may need to add or
reallocate existing)
 Communication – Internet
– Establish redundant internet connectivity
– Have Wi-Fi hot-spot (3g and 4g) or wireless
cards
– Have local (plug-in play) printers available
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Thank you.
Questions?
?
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HMM Consulting
a Division of Horan, Martello, Morrone P.C.
Veronica M. Bencivenga, CPA
Linda S. Little, RN, BSN
Office (631)265-6289
Cell (631)880-2882
[email protected]
www.horanmm.com
Office (631)265-6289
Cell (631)880-9214
[email protected]
www.horanmm.com
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